Equity Sales Assistant — NYC Admin & Client Events

KeyBank; New York (NY); On-site; USD 32,000 - 48,000; Full time

Job summary

KeyBank in New York seeks an administrative professional to support a group of financial professionals, optimizing the team’s time and data handling. You will compile complex datasets, assist in analyst marketing events, and act as a courteous point of contact for clients and visitors.

Responsibilities include travel coordination, expense reporting, CRM data entry, and supporting conferences while maintaining high standards of communication and organization.

Qualifications

• 3+ years of relative experience in an administrative role.
• College degree preferred.
• Excellent MS Office skills (Excel, Word, PowerPoint).
• Strong written, verbal and time-management abilities.

Responsibilities

• Provide administrative support to Sales and Sales Trading Team.
• Coordinate travel and entertain client events.
• Manage expenses and accounting reports.
• Track PTO and submit reports.
• Ensure meetings are entered into CRM accurately.
• Coordinate analyst marketing events and NDRs with teams.
• Arrange transportation, meals, and printed materials.
• Support conferences and resource reporting with clients.
• Maintain data integrity in CRM and onboarding processes.

Skills

Time management

Verbal communication

Written communication

Education

College Degree (preferred)

Tools

MS Office

Job description

KeyBank in New York seeks an administrative professional to support a group of financial professionals, optimizing the team’s time and data handling. You will compile complex datasets, assist in analyst marketing events, and act as a courteous point of contact for clients and visitors.

Responsibilities include travel coordination, expense reporting, CRM data entry, and supporting conferences while maintaining high standards of communication and organization.